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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-13 |
| MO | RA | APPROVED | 2018-10-09 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Saint Louis | MO | 11/2015 | 09/2018 |
| Trujillo Holdings, Llc | Saint Louis | MO | 06/2004 | Present |
| Moneta Group Investment Advisors, Inc | Clayton | MO | 10/2018 | 12/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2024 | Present |
Trujillo Holdings, LLC; 7423 Gannon Ave., St. Louis, MO 63130; Owner - Vice-President - General Manager; 05/01/2001; 50.00 Hour(s) Per Year - not during securities trading hours; Not Investment-Related Washington University School of Law - non investment related - 1 Brookings Drive St. Louis, MO 63130 - Educational - Title: Adjunct Professor of Law - Start Date: September 1, 2025, Number of Hours (Non-trading): 21-40 hrs/month, Number of Hours (During Business Hours): 11-20 hrs/month,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-10 |
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